Magellan CEO on letting staff finally be heard

| By James Mitchell |

EXCLUSIVE Magellan boss David George has been busy creating a culture of inclusion where fresh investment ideas are generated from the bottom up and meetings are short and sharp.

AUTHOR

James Mitchell

James Mitchell is a senior financial services reporter with over ten years experience. He has covered the Murray Inquiry, the Hayne royal commission and the evolution of Australia's financial intermediary sectors since 2011, with a focus on banking, superannuation, mortgages and wealth management.

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Praemium repositions for growth following international exit

| By Laura Dew |

People & Products

EXCLUSIVE Six months into the role, Praemium’s chief strategy officer, Denis Orrock, has explained how he is positioning the platform technology company for growth.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Treasury details proposed APRA and ASIC levy figures

| By Laura Dew |

Financial planning

Treasury has issued a consultation paper detailing the proposed levy figures for APRA and ASIC in 2023-24.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Pinnacle founder on avoiding ‘rockstar culture’ in fund management

| By Laura Dew |

Funds management

Pinnacle’s founder, Ian Macoun, has explained how he has structured the firm with its affiliate boutiques in order to avoid the negative impact of key person risk.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Digital advice ‘market leader’ in voluntary administration

| By James Mitchell |

Financial planning

One of Australia’s leading providers of digital advice solutions has entered voluntary administration.

AUTHOR

James Mitchell

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Franklin Templeton CEO on the benefits of advice commission

| By Rhea Nath |

Financial planning

Around a quarter of the population would benefit from advice via commission compared to fee-based advice, particularly younger investors, according to Franklin Templeton’s chief executive, Jenny Johnson.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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Ken Moelis-backed fundie bullish on credit amid debt crisis

| By James Mitchell |

Funds management

EXCLUSIVE: Two years after joining forces with Ken Moelis, a New York-based asset manager is exciting Aussie investors with opportunities in US private credit amid a major banking crisis.

AUTHOR

James Mitchell

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Why GQG won’t be enamored by trendy stocks

| By Rhea Nath |

Funds management

Reflecting on his 30-year career, GQG chairman Rajiv Jain has stressed the importance of avoiding a dogmatic approach to allocations and why technology stocks aren’t necessarily coming back into favour.

AUTHOR

Rhea Nath

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AMP provides roadmap to ‘move the needle’ on digital advice

| By Jasmine Siljic |

Financial planning

As industry bodies push for quicker implementation of the Quality of Advice Review, AMP has revealed how digital advice providers can lead the way forward.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Child exploitation and crypto mining in ‘ethical’ ETFs

| By James Mitchell |

Funds management

EXCLUSIVE Popular ETFs could soon come under ASIC’s radar as major ESG funds hold stocks that leading investment managers believe are far from ethical.

AUTHOR

MARKET INSIGHTS

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Platform migration causes adviser outflows for Insignia

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This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

Have client relationships fallen on the back burner?

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gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

The ‘recipe for success’ of highly profitable advice firms

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Magellan CEO on letting staff finally be heard

AUTHOR

James Mitchell

James 's social profiles:

Praemium repositions for growth following international exit

AUTHOR

Laura Dew

Laura 's social profiles:

Treasury details proposed APRA and ASIC levy figures

AUTHOR

Laura Dew

Laura 's social profiles:

Pinnacle founder on avoiding ‘rockstar culture’ in fund management

AUTHOR

Laura Dew

Laura 's social profiles:

Digital advice ‘market leader’ in voluntary administration

AUTHOR

James Mitchell

James 's social profiles:

Franklin Templeton CEO on the benefits of advice commission

AUTHOR

Rhea Nath

Rhea 's social profiles:

Ken Moelis-backed fundie bullish on credit amid debt crisis

AUTHOR

James Mitchell

James 's social profiles:

Why GQG won’t be enamored by trendy stocks

AUTHOR

Rhea Nath

Rhea 's social profiles:

AMP provides roadmap to ‘move the needle’ on digital advice

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Child exploitation and crypto mining in ‘ethical’ ETFs

AUTHOR

James Mitchell

James 's social profiles:

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